SEEDS OF KNOWLEDGE

There are a few options a client can consider when they inherit an IRA from their spouse. The best option for our clients will depend upon a

When saving for retirement, clients will often ask which account they should be making contributions to – a traditional IRA or a Roth IRA?

Should I contribute to my Roth 401(k)? Many clients may have the opportunity to contribute to a designated Roth account in their 401(k) but

Can I Do A Net Unrealized Appreciation (NUA) Distribution? Clients who own employer-issued stock in a 401(k) plan may benefit from favorabl

What Issues Should I Consider If My Spouse Passed Away? 29 of the most important planning issues

Should I take my pension as a lump sum? Although increasingly rare, employer pensions can make up a considerable portion of our clients’ exp

What documents do I need to keep on file? Clients are often confused as to what documents to keep in their files. Records relating to tax

Non-Qualified Stock Options (“NQSOs”) are a common form of equity compensation, offering a share in the potential appreciation of a company’

Restricted Stock Units (RSUs) are a popular form of equity compensation that, after vesting, result in an employee’s receipt of shares of co